Eisman Says Buy Micron And SK Hynix. “In This Knife Fight You Want To Be The One Selling The Knives”

Steve Eisman cited a subscriber view that upstream suppliers offer the safest investment exposure to the AI infrastructure buildout, rather than selecting a single chip designer. The commentary favors diversified picks-and-shovels beneficiaries of AI capital spending but provides no specific companies, financial estimates, or new market data.